CPE Catalog & Events
Surgent's Implementing Subscription Pricing to Your Practice
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Online
2.00 Credits
Member Price: $119
The basics of subscription pricing Pricing strategies, with an eye toward a modern model for your business How to implement subscription pricing The need to look back and assess the financial impact of the implementation How to manage customer retention The optimum subscription pricing for your business
Surgent's Raising Financially Capable Children
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Online
2.00 Credits
Member Price: $99
Discussion of the importance of financial education for the next generation Understanding a client’s financial values Determining a client’s financial literacy Helping clients develop a teaching roadmap Using knowledge to protect against entitlement Developing a knowledge base for the information, including a full list of recommended books on the topic and games for families to play Discussion of specific topics, including tips and tricks related to: Allowances Earning, work, and entrepreneurship Spending, saving, and investing Philanthropy Taxes Credit cards, crypto, and financial fraud
Surgent's Schedules K-2 and K-3: Preparation of Forms
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Online
2.00 Credits
Member Price: $99
How to read and complete Parts II and III for Foreign Tax Credit Practical tips on how to tackle Parts IV and IX for corporate partners How to correctly fill out Parts X and XIII for foreign partners Comprehensive examples for operating, real estate rental, and investment partnerships with filled-in sample forms
Let's Meet at the Intersection of Fraud and Ethics
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Online
4.00 Credits
Member Price: $159
Examination of actual frauds Discussion of internal controls that could have prevented frauds Contemplation of epiphanies for your own professional scenarios The AICPA Code of Professional Conduct Other elements of professional conduct and compliance with professional standards
Are You Up For the Challenge? Test Your Skills as a Quality Control Reviewer
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Online
4.00 Credits
Member Price: $159
AICPA professional standards EQCR expectations Firm-specific considerations Best practices for reducing the frequency of review points Best practices for mitigating the severity of review points Examples of common EQCR deficiencies The impending influence of SQMS No. 1, SQMS No. 2, SAS 146, and SSARS 26 An interactive, hands-on EQCR simulation
Complete Guide to Analyze Data with Excel PivotTables
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Introduction to PivotTables: Gain a solid understanding of what PivotTables are, their benefits in Excel, and how to prepare your data for creating effective PivotTables.Creating and Customizing PivotTables: Learn step-by-step how to build and format PivotTables, including filtering, sorting, and customizing layouts for optimal data analysis. Focus on Using PivotTables to Analyze Data: Explore techniques to summarize, group, and compare data with PivotTables, uncovering trends and insights for better decision-making.Advanced PivotTable Features: Discover advanced tools such as slicers, timelines, and using PowerPivot for deeper analytical capabilities. Data Visualization with PivotCharts: Learn to create PivotCharts from your PivotTables and customize them to visually present data insights effectively to stakeholders.
Depreciation and Capitalization Guide: Optimizing Business Assets
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Online
4.00 Credits
Member Price: $159
Recent tax legislation, rules and developments related to capitalization and depreciation Capitalization of tangible property, including materials and supplies, building and improvements Small taxpayer safe harbor Section 179, including 2020 inflation adjustment Section 168(k) 100% bonus deduction Late bonus depreciation election Qualified improvement property
The Controllership Series - Addressing Budgeting Uncertainty
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Online
1.00 Credits
Member Price: $59
Accounting Finance
Revenue Recognition Topic 606 Contract with Customers - Identify the Contract Part 2
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Online
1.20 Credits
Member Price: $59
Revenue Recognition Accounting
The Controllership Series - Addressing Cash Flow and Forecasting Uncertainty
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Online
1.50 Credits
Member Price: $79
Accounting Finance Cashflow
Preparing to be a Forensic Accountant - Focus on Digital Forensics
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Online
1.80 Credits
Member Price: $79
Forensic Accounting Accounting Auditing Finance
Travel Expenses and Taxes: How to Maximize Deductions and Stay Compliant
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Online
2.00 Credits
Member Price: $109
Definition of what qualifies as an entertainment expense Strategies to deduct business entertainment expenses Deductibility of meals Situations not subject to the 50% meals and entertainment reduction How to handle automobile issues related to employer-provided parking Proper accounting for deductible vs. non-deductible expenditures The four steps to analyze business expenses The latest federal legislation, cases and rulings
FASB Update and Review
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Online
2.00 Credits
Member Price: $109
FASB updates that will affect near-term reporting Future topics that may soon be addressed by the FASB
Using Psychology Secrets to Love your life and Get More Done
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Online
4.00 Credits
Member Price: $159
What makes people really happy—and what doesn’t The 3 most important things you can do to increase both happiness and productivity How to handle stress in under two minutes How to deal with difficult people so they don’t bring you down How to use positive psychology principles to help your business
Not Just Your Everyday FASB Update
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Online
4.00 Credits
Member Price: $159
Analysis of relevant GAAP provisions Reminders regarding the continuing importance of ASC 606 for revenue recognition Fresh perspectives of lease accounting in the wake of ASC 842 implementation Overview of U.S. GAAP alternatives for certain entities Summary of selected, salient standards for today’s audit, review, and compilation engagements
Analyzing Financial Statements
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Balance sheet analysisIncome statement analysisCash flow statement analysisClues in the notes and MD&AIndustry nuances
Global Internal Audit Standards (GIAS) - Overview and Contrast to 2017 International Professional Practices Framework (IPPF)
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Online
1.60 Credits
Member Price: $109
Accounting Internal Controls Internal Audit Standards
AHI: The Mindful-CPA
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Online
2.00 Credits
Member Price: $100
Mindfulness; Science of Neurology; Mindfulness Practice; Stress Management
Five Amazing Business Books in 100 Minutes
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Online
2.00 Credits
Member Price: $109
Five business books, including, • “Leaders Eat Last”, by Simon Sinek, • “Zero to One” by Peter Thiel, • “American Icon” by Bryce Hoffman, • “Slide:ology” by Nancy Duarte, and • “Brain Rules” by John Molina.
Introduction to Yellow Book
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Online
2.00 Credits
Member Price: $109
AICPA Code of Professional Conduct Accounting & Auditing Yellowbook